feat(10-redo-C): CRM leads module — schema, services, UI (Phase 10 redo)
Stage C of staged Phase 10 redo. Restores dangling phase10-wip work: - schema.ts: leads expansion + activities/reminders tables + relations - lead-service.ts / lead-validators.ts service layer - /admin/leads list + detail + actions, LeadTable/LeadDetail/LeadForm - LogActivityModal, SendQuoteModal, FollowUpWidget on dashboard - migration 0005 (applied to prod DB in Stage B, along with previously-missing 0001/0003/0004 — root cause of all post-deploy 500s: prod DB had no migrations applied since 0000) Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
This commit is contained in:
@@ -0,0 +1,16 @@
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import { notFound } from "next/navigation";
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import { getLeadById, getActivityLog, getUpcomingReminders } from "@/lib/lead-service";
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import { LeadDetail } from "@/components/admin/leads/LeadDetail";
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export default async function LeadDetailPage({ params }: { params: { id: string } }) {
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const lead = await getLeadById(params.id);
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if (!lead) {
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notFound();
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}
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const activities = await getActivityLog(params.id);
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const reminders = await getUpcomingReminders(params.id);
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return <LeadDetail lead={lead} activities={activities} reminders={reminders} />;
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}
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@@ -0,0 +1,161 @@
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"use server";
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import { z } from "zod";
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import { db } from "@/db";
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import { leads, quotes } from "@/db/schema";
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import { eq } from "drizzle-orm";
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import { createLeadSchema, updateLeadSchema, createActivitySchema } from "@/lib/lead-validators";
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import { revalidatePath } from "next/cache";
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import { createActivity, updateLeadStage } from "@/lib/lead-service";
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export async function createLead(data: z.infer<typeof createLeadSchema>) {
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const parsed = createLeadSchema.safeParse(data);
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if (!parsed.success) {
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return { success: false, error: parsed.error.issues[0].message };
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}
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try {
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const [lead] = await db
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.insert(leads)
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.values({
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name: parsed.data.name,
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email: parsed.data.email || null,
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phone: parsed.data.phone || null,
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company: parsed.data.company || null,
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status: parsed.data.status || "contacted",
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notes: parsed.data.notes || null,
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})
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.returning();
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revalidatePath("/admin/leads");
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return { success: true, lead };
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} catch (error) {
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console.error("createLead error:", error);
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return { success: false, error: "Errore nella creazione del lead" };
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}
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}
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export async function updateLead(id: string, data: z.infer<typeof updateLeadSchema>) {
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const parsed = updateLeadSchema.safeParse(data);
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if (!parsed.success) {
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return { success: false, error: parsed.error.issues[0].message };
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}
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try {
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const updateData: Record<string, any> = { updated_at: new Date() };
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if (parsed.data.name !== undefined) updateData.name = parsed.data.name;
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if (parsed.data.email !== undefined) updateData.email = parsed.data.email || null;
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if (parsed.data.phone !== undefined) updateData.phone = parsed.data.phone || null;
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if (parsed.data.company !== undefined) updateData.company = parsed.data.company || null;
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if (parsed.data.status !== undefined) updateData.status = parsed.data.status;
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if (parsed.data.notes !== undefined) updateData.notes = parsed.data.notes || null;
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const [updated] = await db
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.update(leads)
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.set(updateData)
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.where(eq(leads.id, id))
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.returning();
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revalidatePath("/admin/leads");
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revalidatePath(`/admin/leads/${id}`);
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return { success: true, lead: updated };
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} catch (error) {
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console.error("updateLead error:", error);
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return { success: false, error: "Errore nell'aggiornamento" };
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}
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}
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export async function deleteLead(id: string) {
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try {
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await db.delete(leads).where(eq(leads.id, id));
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revalidatePath("/admin/leads");
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return { success: true };
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} catch (error) {
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console.error("deleteLead error:", error);
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return { success: false, error: "Errore nell'eliminazione" };
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}
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}
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// Activity logging
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export async function logActivity(data: z.infer<typeof createActivitySchema>) {
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const parsed = createActivitySchema.safeParse(data);
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if (!parsed.success) {
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return { success: false, error: parsed.error.issues[0].message };
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}
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try {
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const activity = await createActivity({
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lead_id: parsed.data.lead_id,
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type: parsed.data.type,
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activity_date: new Date(parsed.data.activity_date),
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duration_minutes: parsed.data.duration_minutes,
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notes: parsed.data.notes,
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});
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revalidatePath(`/admin/leads/${parsed.data.lead_id}`);
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return { success: true, activity };
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} catch (error) {
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console.error("logActivity error:", error);
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return { success: false, error: "Errore nella registrazione" };
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}
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}
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// Quote assignment
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const assignQuoteSchema = z.object({
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lead_id: z.string().min(1),
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quote_token: z.string().optional(),
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generate_new: z.boolean(),
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});
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export async function assignQuoteToLead(data: z.infer<typeof assignQuoteSchema>) {
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const parsed = assignQuoteSchema.safeParse(data);
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if (!parsed.success) {
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return { success: false, error: parsed.error.issues[0].message };
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}
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try {
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if (parsed.data.generate_new) {
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// Redirect handled on client; this is a no-op
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return { success: true };
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}
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// Link quote to lead and update lead status
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const token = parsed.data.quote_token;
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const leadId = parsed.data.lead_id;
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if (!token) {
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return { success: false, error: "Token preventivo richiesto" };
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}
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// Find quote by token
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const [quote] = await db
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.select()
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.from(quotes)
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.where(eq(quotes.token, token))
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.limit(1);
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if (!quote) {
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return { success: false, error: "Preventivo non trovato" };
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}
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// Update quote to link to lead (if not already linked)
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await db
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.update(quotes)
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.set({ lead_id: leadId })
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.where(eq(quotes.id, quote.id));
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// Update lead status to "proposal_sent"
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await updateLeadStage(leadId, "proposal_sent");
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revalidatePath(`/admin/leads/${leadId}`);
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return { success: true };
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} catch (error) {
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console.error("assignQuoteToLead error:", error);
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return { success: false, error: "Errore nell'assegnazione" };
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}
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}
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@@ -0,0 +1,25 @@
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import { Suspense } from "react";
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import { getAllLeads } from "@/lib/lead-service";
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import { LeadTable } from "@/components/admin/leads/LeadTable";
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import { CreateLeadModal } from "@/components/admin/leads/LeadForm";
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async function LeadsList() {
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const leads = await getAllLeads();
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return (
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<div className="space-y-6">
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<div className="flex justify-between items-center">
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<h1 className="text-3xl font-bold">Lead Pipeline</h1>
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<CreateLeadModal />
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</div>
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<Suspense fallback={<div className="animate-pulse">Loading...</div>}>
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<LeadTable leads={leads} />
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</Suspense>
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</div>
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);
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}
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export default function LeadsPage() {
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return <LeadsList />;
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}
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@@ -1,4 +1,6 @@
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import { Suspense } from "react";
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import { getDashboardStats } from "@/lib/dashboard-queries";
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import { FollowUpWidget } from "@/components/admin/dashboard/FollowUpWidget";
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import { Users, FolderOpen, Euro, Clock } from "lucide-react";
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export const revalidate = 0;
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@@ -59,6 +61,13 @@ export default async function AdminDashboard() {
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<div className="max-w-5xl">
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<h1 className="text-2xl font-bold text-gray-900 mb-6">Dashboard</h1>
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{/* Follow-up Widget */}
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<div className="mb-8">
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<Suspense fallback={<div className="animate-pulse h-40 bg-gray-200 rounded-lg" />}>
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<FollowUpWidget />
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</Suspense>
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</div>
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{/* KPI cards */}
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<div className="grid grid-cols-2 lg:grid-cols-4 gap-4 mb-8">
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<KpiCard
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@@ -12,11 +12,13 @@ import {
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BookOpen,
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Settings,
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LogOut,
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Zap,
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} from "lucide-react";
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const NAV_ITEMS = [
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{ href: "/admin", label: "Dashboard", icon: LayoutDashboard, exact: true },
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{ href: "/admin/clients", label: "Clienti", icon: Users },
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{ href: "/admin/leads", label: "Lead", icon: Zap },
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{ href: "/admin/projects", label: "Progetti", icon: FolderOpen },
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{ href: "/admin/offers", label: "Offerte", icon: Tag },
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{ href: "/admin/forecast", label: "Forecast", icon: TrendingUp },
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@@ -0,0 +1,47 @@
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import { getLeadsNeedingFollowUp } from "@/lib/lead-service";
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import { Card, CardContent, CardHeader, CardTitle } from "@/components/ui/card";
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import { Button } from "@/components/ui/button";
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import { AlertCircle } from "lucide-react";
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import Link from "next/link";
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export async function FollowUpWidget() {
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const leadsNeedingFollowUp = await getLeadsNeedingFollowUp(7);
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return (
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<Card className="border-orange-200 bg-orange-50">
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<CardHeader>
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<CardTitle className="flex items-center gap-2">
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<AlertCircle className="h-5 w-5 text-orange-600" />
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Require Follow-up
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</CardTitle>
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</CardHeader>
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<CardContent className="space-y-4">
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{leadsNeedingFollowUp.length > 0 ? (
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<>
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<p className="text-lg font-bold text-orange-900">
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{leadsNeedingFollowUp.length} lead{leadsNeedingFollowUp.length !== 1 ? "s" : ""}{" "}
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to contact
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</p>
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<ul className="space-y-2 text-sm">
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{leadsNeedingFollowUp.slice(0, 3).map((lead) => (
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<li key={lead.id} className="flex justify-between items-center">
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<span>{lead.name}</span>
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<Button variant="ghost" size="sm" asChild>
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<Link href={`/admin/leads/${lead.id}`}>Contact</Link>
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</Button>
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</li>
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))}
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</ul>
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{leadsNeedingFollowUp.length > 3 && (
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<Button variant="outline" className="w-full" asChild>
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<Link href="/admin/leads">View All ({leadsNeedingFollowUp.length})</Link>
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</Button>
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)}
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</>
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) : (
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<p className="text-gray-600 text-sm">All leads are up to date!</p>
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)}
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</CardContent>
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</Card>
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);
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}
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@@ -0,0 +1,164 @@
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"use client";
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import { Lead, Activity, Reminder } from "@/db/schema";
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import { Card, CardContent, CardHeader, CardTitle } from "@/components/ui/card";
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import { Badge } from "@/components/ui/badge";
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import { Button } from "@/components/ui/button";
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import { formatDistanceToNow, format } from "date-fns";
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import { it } from "date-fns/locale";
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import { LogActivityModal } from "./LogActivityModal";
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import { SendQuoteModal } from "./SendQuoteModal";
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import { EditLeadModal } from "./LeadForm";
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const ACTIVITY_ICON: Record<string, string> = {
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call: "📞",
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email: "📧",
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meeting: "📅",
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note: "📝",
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};
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const STAGE_COLOR: Record<string, string> = {
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contacted: "bg-blue-100 text-blue-800",
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qualified: "bg-purple-100 text-purple-800",
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proposal_sent: "bg-amber-100 text-amber-800",
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negotiating: "bg-orange-100 text-orange-800",
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won: "bg-green-100 text-green-800",
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lost: "bg-red-100 text-red-800",
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};
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export function LeadDetail({
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lead,
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activities,
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reminders,
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}: {
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lead: Lead;
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activities: Activity[];
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reminders: Reminder[];
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}) {
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return (
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<div className="space-y-6">
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{/* Header + Actions */}
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<div className="flex justify-between items-start">
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<div>
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<h1 className="text-3xl font-bold">{lead.name}</h1>
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<p className="text-gray-600">{lead.company || "Azienda non specificata"}</p>
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</div>
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<div className="flex gap-2">
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<LogActivityModal leadId={lead.id} />
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<SendQuoteModal leadId={lead.id} />
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<EditLeadModal lead={lead} />
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</div>
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</div>
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<div className="grid grid-cols-1 md:grid-cols-3 gap-4">
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{/* Lead Profile Card */}
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<Card>
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<CardHeader>
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<CardTitle>Profilo</CardTitle>
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</CardHeader>
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<CardContent className="space-y-4">
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<div>
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<label className="text-sm text-gray-600">Stato</label>
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<Badge className={STAGE_COLOR[lead.status as keyof typeof STAGE_COLOR] || ""}>
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{lead.status.replace(/_/g, " ")}
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</Badge>
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</div>
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<div>
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<label className="text-sm text-gray-600">Email</label>
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<p>{lead.email || "—"}</p>
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</div>
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<div>
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<label className="text-sm text-gray-600">Telefono</label>
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<p>{lead.phone || "—"}</p>
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</div>
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<div>
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<label className="text-sm text-gray-600">Ultimo contatto</label>
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<p>
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{lead.last_contact_date
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? formatDistanceToNow(new Date(lead.last_contact_date), {
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addSuffix: true,
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locale: it,
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})
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: "—"}
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</p>
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</div>
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<div>
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<label className="text-sm text-gray-600">Prossima azione</label>
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<p className="font-medium">{lead.next_action || "—"}</p>
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</div>
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</CardContent>
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</Card>
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{/* Upcoming Reminders Card */}
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<Card>
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<CardHeader>
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<CardTitle>Prossimi Follow-up</CardTitle>
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</CardHeader>
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<CardContent>
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{reminders.length > 0 ? (
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<ul className="space-y-2">
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{reminders.map((r) => (
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<li key={r.id} className="text-sm border-l-2 border-blue-300 pl-2">
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<p className="font-medium">{r.title}</p>
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<p className="text-gray-600">
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{format(new Date(r.due_date), "dd MMM yyyy", { locale: it })}
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</p>
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</li>
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))}
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</ul>
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) : (
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<p className="text-gray-500 text-sm">Nessun reminder</p>
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)}
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</CardContent>
|
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</Card>
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|
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{/* Notes Card */}
|
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<Card>
|
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<CardHeader>
|
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<CardTitle>Note</CardTitle>
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</CardHeader>
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<CardContent>
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<p className="text-sm">{lead.notes || "Nessuna nota"}</p>
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</CardContent>
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</Card>
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</div>
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{/* Activity Log */}
|
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<Card>
|
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<CardHeader>
|
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<CardTitle>Storico Attività</CardTitle>
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</CardHeader>
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<CardContent>
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{activities.length > 0 ? (
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<div className="space-y-4">
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{activities.map((activity) => (
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<div key={activity.id} className="border-l-4 border-blue-300 pl-4 pb-4">
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<div className="flex items-center gap-2">
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<span className="text-xl">
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{ACTIVITY_ICON[activity.type as keyof typeof ACTIVITY_ICON] || "📝"}
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</span>
|
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<span className="font-medium capitalize">{activity.type}</span>
|
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<span className="text-gray-600 text-sm">
|
||||
{formatDistanceToNow(new Date(activity.activity_date), {
|
||||
addSuffix: true,
|
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locale: it,
|
||||
})}
|
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</span>
|
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</div>
|
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<p className="text-sm mt-2">{activity.notes}</p>
|
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{activity.duration_minutes && (
|
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<p className="text-xs text-gray-500 mt-1">
|
||||
Durata: {activity.duration_minutes} minuti
|
||||
</p>
|
||||
)}
|
||||
</div>
|
||||
))}
|
||||
</div>
|
||||
) : (
|
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<p className="text-gray-500 text-sm">Nessuna attività registrata</p>
|
||||
)}
|
||||
</CardContent>
|
||||
</Card>
|
||||
</div>
|
||||
);
|
||||
}
|
||||
@@ -0,0 +1,365 @@
|
||||
"use client";
|
||||
|
||||
import { useState } from "react";
|
||||
import { useForm } from "react-hook-form";
|
||||
import { zodResolver } from "@hookform/resolvers/zod";
|
||||
import { z } from "zod";
|
||||
import { createLeadSchema, LEAD_STAGES } from "@/lib/lead-validators";
|
||||
import { Lead } from "@/db/schema";
|
||||
import { createLead, updateLead } from "@/app/admin/leads/actions";
|
||||
import {
|
||||
Dialog,
|
||||
DialogContent,
|
||||
DialogHeader,
|
||||
DialogTitle,
|
||||
DialogTrigger,
|
||||
} from "@/components/ui/dialog";
|
||||
import {
|
||||
Form,
|
||||
FormControl,
|
||||
FormField,
|
||||
FormItem,
|
||||
FormLabel,
|
||||
FormMessage,
|
||||
} from "@/components/ui/form";
|
||||
import {
|
||||
Select,
|
||||
SelectContent,
|
||||
SelectItem,
|
||||
SelectTrigger,
|
||||
SelectValue,
|
||||
} from "@/components/ui/select";
|
||||
import { Input } from "@/components/ui/input";
|
||||
import { Textarea } from "@/components/ui/textarea";
|
||||
import { Button } from "@/components/ui/button";
|
||||
|
||||
type CreateLeadInput = z.infer<typeof createLeadSchema>;
|
||||
|
||||
export function CreateLeadModal() {
|
||||
const [open, setOpen] = useState(false);
|
||||
const [loading, setLoading] = useState(false);
|
||||
const form = useForm<any>({
|
||||
resolver: zodResolver(createLeadSchema),
|
||||
defaultValues: {
|
||||
name: "",
|
||||
email: "",
|
||||
phone: "",
|
||||
company: "",
|
||||
status: "contacted",
|
||||
notes: "",
|
||||
},
|
||||
});
|
||||
|
||||
async function onSubmit(data: CreateLeadInput) {
|
||||
setLoading(true);
|
||||
try {
|
||||
const result = await createLead(data);
|
||||
if (result.success) {
|
||||
setOpen(false);
|
||||
form.reset();
|
||||
} else {
|
||||
console.error("Error creating lead:", result.error);
|
||||
}
|
||||
} finally {
|
||||
setLoading(false);
|
||||
}
|
||||
}
|
||||
|
||||
return (
|
||||
<Dialog open={open} onOpenChange={setOpen}>
|
||||
<DialogTrigger asChild>
|
||||
<Button>+ Nuovo Lead</Button>
|
||||
</DialogTrigger>
|
||||
<DialogContent className="max-w-md">
|
||||
<DialogHeader>
|
||||
<DialogTitle>Nuovo Lead</DialogTitle>
|
||||
</DialogHeader>
|
||||
<Form {...form}>
|
||||
<form onSubmit={form.handleSubmit(onSubmit)} className="space-y-4">
|
||||
<FormField
|
||||
control={form.control}
|
||||
name="name"
|
||||
render={({ field }) => (
|
||||
<FormItem>
|
||||
<FormLabel>Nome</FormLabel>
|
||||
<FormControl>
|
||||
<Input placeholder="Nome lead" {...field} value={field.value || ""} />
|
||||
</FormControl>
|
||||
<FormMessage />
|
||||
</FormItem>
|
||||
)}
|
||||
/>
|
||||
|
||||
<FormField
|
||||
control={form.control}
|
||||
name="email"
|
||||
render={({ field }) => (
|
||||
<FormItem>
|
||||
<FormLabel>Email</FormLabel>
|
||||
<FormControl>
|
||||
<Input
|
||||
type="email"
|
||||
placeholder="email@example.com"
|
||||
{...field}
|
||||
value={field.value || ""}
|
||||
/>
|
||||
</FormControl>
|
||||
<FormMessage />
|
||||
</FormItem>
|
||||
)}
|
||||
/>
|
||||
|
||||
<FormField
|
||||
control={form.control}
|
||||
name="phone"
|
||||
render={({ field }) => (
|
||||
<FormItem>
|
||||
<FormLabel>Telefono</FormLabel>
|
||||
<FormControl>
|
||||
<Input
|
||||
placeholder="+39 3XX XXXXXXX"
|
||||
{...field}
|
||||
value={field.value || ""}
|
||||
/>
|
||||
</FormControl>
|
||||
<FormMessage />
|
||||
</FormItem>
|
||||
)}
|
||||
/>
|
||||
|
||||
<FormField
|
||||
control={form.control}
|
||||
name="company"
|
||||
render={({ field }) => (
|
||||
<FormItem>
|
||||
<FormLabel>Azienda</FormLabel>
|
||||
<FormControl>
|
||||
<Input
|
||||
placeholder="Nome azienda"
|
||||
{...field}
|
||||
value={field.value || ""}
|
||||
/>
|
||||
</FormControl>
|
||||
<FormMessage />
|
||||
</FormItem>
|
||||
)}
|
||||
/>
|
||||
|
||||
<FormField
|
||||
control={form.control}
|
||||
name="status"
|
||||
render={({ field }) => (
|
||||
<FormItem>
|
||||
<FormLabel>Stato</FormLabel>
|
||||
<Select onValueChange={field.onChange} defaultValue={field.value}>
|
||||
<FormControl>
|
||||
<SelectTrigger>
|
||||
<SelectValue />
|
||||
</SelectTrigger>
|
||||
</FormControl>
|
||||
<SelectContent>
|
||||
{LEAD_STAGES.map((stage) => (
|
||||
<SelectItem key={stage} value={stage}>
|
||||
{stage.replace(/_/g, " ")}
|
||||
</SelectItem>
|
||||
))}
|
||||
</SelectContent>
|
||||
</Select>
|
||||
<FormMessage />
|
||||
</FormItem>
|
||||
)}
|
||||
/>
|
||||
|
||||
<FormField
|
||||
control={form.control}
|
||||
name="notes"
|
||||
render={({ field }) => (
|
||||
<FormItem>
|
||||
<FormLabel>Note</FormLabel>
|
||||
<FormControl>
|
||||
<Textarea
|
||||
placeholder="Appunti su questo lead"
|
||||
className="resize-none"
|
||||
{...field}
|
||||
value={field.value || ""}
|
||||
/>
|
||||
</FormControl>
|
||||
<FormMessage />
|
||||
</FormItem>
|
||||
)}
|
||||
/>
|
||||
|
||||
<Button type="submit" className="w-full" disabled={loading}>
|
||||
{loading ? "Creazione..." : "Crea Lead"}
|
||||
</Button>
|
||||
</form>
|
||||
</Form>
|
||||
</DialogContent>
|
||||
</Dialog>
|
||||
);
|
||||
}
|
||||
|
||||
export function EditLeadModal({ lead }: { lead: Lead }) {
|
||||
const [open, setOpen] = useState(false);
|
||||
const [loading, setLoading] = useState(false);
|
||||
const form = useForm<any>({
|
||||
resolver: zodResolver(createLeadSchema),
|
||||
defaultValues: {
|
||||
name: lead.name,
|
||||
email: lead.email || "",
|
||||
phone: lead.phone || "",
|
||||
company: lead.company || "",
|
||||
status: lead.status as any,
|
||||
notes: lead.notes || "",
|
||||
},
|
||||
});
|
||||
|
||||
async function onSubmit(data: CreateLeadInput) {
|
||||
setLoading(true);
|
||||
try {
|
||||
const result = await updateLead(lead.id, data);
|
||||
if (result.success) {
|
||||
setOpen(false);
|
||||
} else {
|
||||
console.error("Error updating lead:", result.error);
|
||||
}
|
||||
} finally {
|
||||
setLoading(false);
|
||||
}
|
||||
}
|
||||
|
||||
return (
|
||||
<Dialog open={open} onOpenChange={setOpen}>
|
||||
<DialogTrigger asChild>
|
||||
<Button variant="outline" size="sm">
|
||||
Modifica
|
||||
</Button>
|
||||
</DialogTrigger>
|
||||
<DialogContent className="max-w-md">
|
||||
<DialogHeader>
|
||||
<DialogTitle>Modifica Lead</DialogTitle>
|
||||
</DialogHeader>
|
||||
<Form {...form}>
|
||||
<form onSubmit={form.handleSubmit(onSubmit)} className="space-y-4">
|
||||
<FormField
|
||||
control={form.control}
|
||||
name="name"
|
||||
render={({ field }) => (
|
||||
<FormItem>
|
||||
<FormLabel>Nome</FormLabel>
|
||||
<FormControl>
|
||||
<Input placeholder="Nome lead" {...field} value={field.value || ""} />
|
||||
</FormControl>
|
||||
<FormMessage />
|
||||
</FormItem>
|
||||
)}
|
||||
/>
|
||||
|
||||
<FormField
|
||||
control={form.control}
|
||||
name="email"
|
||||
render={({ field }) => (
|
||||
<FormItem>
|
||||
<FormLabel>Email</FormLabel>
|
||||
<FormControl>
|
||||
<Input
|
||||
type="email"
|
||||
placeholder="email@example.com"
|
||||
{...field}
|
||||
value={field.value || ""}
|
||||
/>
|
||||
</FormControl>
|
||||
<FormMessage />
|
||||
</FormItem>
|
||||
)}
|
||||
/>
|
||||
|
||||
<FormField
|
||||
control={form.control}
|
||||
name="phone"
|
||||
render={({ field }) => (
|
||||
<FormItem>
|
||||
<FormLabel>Telefono</FormLabel>
|
||||
<FormControl>
|
||||
<Input
|
||||
placeholder="+39 3XX XXXXXXX"
|
||||
{...field}
|
||||
value={field.value || ""}
|
||||
/>
|
||||
</FormControl>
|
||||
<FormMessage />
|
||||
</FormItem>
|
||||
)}
|
||||
/>
|
||||
|
||||
<FormField
|
||||
control={form.control}
|
||||
name="company"
|
||||
render={({ field }) => (
|
||||
<FormItem>
|
||||
<FormLabel>Azienda</FormLabel>
|
||||
<FormControl>
|
||||
<Input
|
||||
placeholder="Nome azienda"
|
||||
{...field}
|
||||
value={field.value || ""}
|
||||
/>
|
||||
</FormControl>
|
||||
<FormMessage />
|
||||
</FormItem>
|
||||
)}
|
||||
/>
|
||||
|
||||
<FormField
|
||||
control={form.control}
|
||||
name="status"
|
||||
render={({ field }) => (
|
||||
<FormItem>
|
||||
<FormLabel>Stato</FormLabel>
|
||||
<Select onValueChange={field.onChange} defaultValue={field.value}>
|
||||
<FormControl>
|
||||
<SelectTrigger>
|
||||
<SelectValue />
|
||||
</SelectTrigger>
|
||||
</FormControl>
|
||||
<SelectContent>
|
||||
{LEAD_STAGES.map((stage) => (
|
||||
<SelectItem key={stage} value={stage}>
|
||||
{stage.replace(/_/g, " ")}
|
||||
</SelectItem>
|
||||
))}
|
||||
</SelectContent>
|
||||
</Select>
|
||||
<FormMessage />
|
||||
</FormItem>
|
||||
)}
|
||||
/>
|
||||
|
||||
<FormField
|
||||
control={form.control}
|
||||
name="notes"
|
||||
render={({ field }) => (
|
||||
<FormItem>
|
||||
<FormLabel>Note</FormLabel>
|
||||
<FormControl>
|
||||
<Textarea
|
||||
placeholder="Appunti su questo lead"
|
||||
className="resize-none"
|
||||
{...field}
|
||||
value={field.value || ""}
|
||||
/>
|
||||
</FormControl>
|
||||
<FormMessage />
|
||||
</FormItem>
|
||||
)}
|
||||
/>
|
||||
|
||||
<Button type="submit" className="w-full" disabled={loading}>
|
||||
{loading ? "Salvataggio..." : "Salva"}
|
||||
</Button>
|
||||
</form>
|
||||
</Form>
|
||||
</DialogContent>
|
||||
</Dialog>
|
||||
);
|
||||
}
|
||||
@@ -0,0 +1,81 @@
|
||||
"use client";
|
||||
|
||||
import Link from "next/link";
|
||||
import { Lead } from "@/db/schema";
|
||||
import {
|
||||
Table,
|
||||
TableBody,
|
||||
TableCell,
|
||||
TableHead,
|
||||
TableHeader,
|
||||
TableRow,
|
||||
} from "@/components/ui/table";
|
||||
import { Badge } from "@/components/ui/badge";
|
||||
import { Button } from "@/components/ui/button";
|
||||
import { formatDistanceToNow } from "date-fns";
|
||||
import { it } from "date-fns/locale";
|
||||
import { LEAD_STAGES } from "@/lib/lead-validators";
|
||||
|
||||
const STAGE_COLOR: Record<string, string> = {
|
||||
contacted: "bg-blue-100 text-blue-800",
|
||||
qualified: "bg-purple-100 text-purple-800",
|
||||
proposal_sent: "bg-amber-100 text-amber-800",
|
||||
negotiating: "bg-orange-100 text-orange-800",
|
||||
won: "bg-green-100 text-green-800",
|
||||
lost: "bg-red-100 text-red-800",
|
||||
};
|
||||
|
||||
export function LeadTable({ leads }: { leads: Lead[] }) {
|
||||
return (
|
||||
<div className="border rounded-lg overflow-hidden bg-white">
|
||||
<Table>
|
||||
<TableHeader>
|
||||
<TableRow>
|
||||
<TableHead>Nome</TableHead>
|
||||
<TableHead>Email</TableHead>
|
||||
<TableHead>Azienda</TableHead>
|
||||
<TableHead>Stato</TableHead>
|
||||
<TableHead>Ultimo Contatto</TableHead>
|
||||
<TableHead>Prossima Azione</TableHead>
|
||||
<TableHead></TableHead>
|
||||
</TableRow>
|
||||
</TableHeader>
|
||||
<TableBody>
|
||||
{leads.map((lead) => (
|
||||
<TableRow key={lead.id}>
|
||||
<TableCell className="font-medium">
|
||||
<Link href={`/admin/leads/${lead.id}`} className="hover:underline">
|
||||
{lead.name}
|
||||
</Link>
|
||||
</TableCell>
|
||||
<TableCell>{lead.email || "—"}</TableCell>
|
||||
<TableCell>{lead.company || "—"}</TableCell>
|
||||
<TableCell>
|
||||
<Badge className={STAGE_COLOR[lead.status as keyof typeof STAGE_COLOR] || ""}>
|
||||
{lead.status.replace(/_/g, " ")}
|
||||
</Badge>
|
||||
</TableCell>
|
||||
<TableCell>
|
||||
{lead.last_contact_date
|
||||
? formatDistanceToNow(new Date(lead.last_contact_date), {
|
||||
addSuffix: true,
|
||||
locale: it,
|
||||
})
|
||||
: "—"}
|
||||
</TableCell>
|
||||
<TableCell className="text-sm">{lead.next_action || "—"}</TableCell>
|
||||
<TableCell>
|
||||
<Button variant="ghost" size="sm" asChild>
|
||||
<Link href={`/admin/leads/${lead.id}`}>Dettagli</Link>
|
||||
</Button>
|
||||
</TableCell>
|
||||
</TableRow>
|
||||
))}
|
||||
</TableBody>
|
||||
</Table>
|
||||
{leads.length === 0 && (
|
||||
<div className="text-center py-8 text-gray-500">Nessun lead trovato</div>
|
||||
)}
|
||||
</div>
|
||||
);
|
||||
}
|
||||
@@ -0,0 +1,173 @@
|
||||
"use client";
|
||||
|
||||
import { useState } from "react";
|
||||
import { useForm } from "react-hook-form";
|
||||
import { zodResolver } from "@hookform/resolvers/zod";
|
||||
import { z } from "zod";
|
||||
import { createActivitySchema, ACTIVITY_TYPES } from "@/lib/lead-validators";
|
||||
import { logActivity } from "@/app/admin/leads/actions";
|
||||
import {
|
||||
Dialog,
|
||||
DialogContent,
|
||||
DialogHeader,
|
||||
DialogTitle,
|
||||
DialogTrigger,
|
||||
} from "@/components/ui/dialog";
|
||||
import {
|
||||
Form,
|
||||
FormControl,
|
||||
FormField,
|
||||
FormItem,
|
||||
FormLabel,
|
||||
FormMessage,
|
||||
} from "@/components/ui/form";
|
||||
import {
|
||||
Select,
|
||||
SelectContent,
|
||||
SelectItem,
|
||||
SelectTrigger,
|
||||
SelectValue,
|
||||
} from "@/components/ui/select";
|
||||
import { Input } from "@/components/ui/input";
|
||||
import { Textarea } from "@/components/ui/textarea";
|
||||
import { Button } from "@/components/ui/button";
|
||||
|
||||
type LogActivityInput = z.infer<typeof createActivitySchema>;
|
||||
|
||||
export function LogActivityModal({ leadId }: { leadId: string }) {
|
||||
const [open, setOpen] = useState(false);
|
||||
const [loading, setLoading] = useState(false);
|
||||
|
||||
const form = useForm<any>({
|
||||
resolver: zodResolver(createActivitySchema),
|
||||
defaultValues: {
|
||||
lead_id: leadId,
|
||||
type: "note",
|
||||
activity_date: new Date().toISOString().split("T")[0],
|
||||
notes: "",
|
||||
},
|
||||
});
|
||||
|
||||
async function onSubmit(data: LogActivityInput) {
|
||||
setLoading(true);
|
||||
try {
|
||||
const result = await logActivity(data);
|
||||
if (result.success) {
|
||||
setOpen(false);
|
||||
form.reset({
|
||||
lead_id: leadId,
|
||||
type: "note",
|
||||
activity_date: new Date().toISOString().split("T")[0],
|
||||
notes: "",
|
||||
});
|
||||
} else {
|
||||
console.error("Error logging activity:", result.error);
|
||||
}
|
||||
} finally {
|
||||
setLoading(false);
|
||||
}
|
||||
}
|
||||
|
||||
return (
|
||||
<Dialog open={open} onOpenChange={setOpen}>
|
||||
<DialogTrigger asChild>
|
||||
<Button variant="outline" size="sm">
|
||||
Registra Attività
|
||||
</Button>
|
||||
</DialogTrigger>
|
||||
<DialogContent className="max-w-sm">
|
||||
<DialogHeader>
|
||||
<DialogTitle>Registra Attività</DialogTitle>
|
||||
</DialogHeader>
|
||||
<Form {...form}>
|
||||
<form onSubmit={form.handleSubmit(onSubmit)} className="space-y-4">
|
||||
<FormField
|
||||
control={form.control}
|
||||
name="type"
|
||||
render={({ field }) => (
|
||||
<FormItem>
|
||||
<FormLabel>Tipo</FormLabel>
|
||||
<Select onValueChange={field.onChange} defaultValue={field.value}>
|
||||
<FormControl>
|
||||
<SelectTrigger>
|
||||
<SelectValue />
|
||||
</SelectTrigger>
|
||||
</FormControl>
|
||||
<SelectContent>
|
||||
{ACTIVITY_TYPES.map((type) => (
|
||||
<SelectItem key={type} value={type}>
|
||||
{type.charAt(0).toUpperCase() + type.slice(1)}
|
||||
</SelectItem>
|
||||
))}
|
||||
</SelectContent>
|
||||
</Select>
|
||||
<FormMessage />
|
||||
</FormItem>
|
||||
)}
|
||||
/>
|
||||
|
||||
<FormField
|
||||
control={form.control}
|
||||
name="activity_date"
|
||||
render={({ field }) => (
|
||||
<FormItem>
|
||||
<FormLabel>Data</FormLabel>
|
||||
<FormControl>
|
||||
<Input type="date" {...field} value={field.value || ""} />
|
||||
</FormControl>
|
||||
<FormMessage />
|
||||
</FormItem>
|
||||
)}
|
||||
/>
|
||||
|
||||
<FormField
|
||||
control={form.control}
|
||||
name="duration_minutes"
|
||||
render={({ field }) => (
|
||||
<FormItem>
|
||||
<FormLabel>Durata (minuti) - opzionale</FormLabel>
|
||||
<FormControl>
|
||||
<Input
|
||||
type="number"
|
||||
placeholder="30"
|
||||
{...field}
|
||||
value={field.value || ""}
|
||||
onChange={(e) => {
|
||||
const val = e.target.value;
|
||||
field.onChange(val ? parseInt(val) : undefined);
|
||||
}}
|
||||
/>
|
||||
</FormControl>
|
||||
<FormMessage />
|
||||
</FormItem>
|
||||
)}
|
||||
/>
|
||||
|
||||
<FormField
|
||||
control={form.control}
|
||||
name="notes"
|
||||
render={({ field }) => (
|
||||
<FormItem>
|
||||
<FormLabel>Note</FormLabel>
|
||||
<FormControl>
|
||||
<Textarea
|
||||
placeholder="Descrivi l'interazione..."
|
||||
className="resize-none h-24"
|
||||
{...field}
|
||||
value={field.value || ""}
|
||||
/>
|
||||
</FormControl>
|
||||
<FormMessage />
|
||||
</FormItem>
|
||||
)}
|
||||
/>
|
||||
|
||||
<Button type="submit" className="w-full" disabled={loading}>
|
||||
{loading ? "Registrazione..." : "Registra"}
|
||||
</Button>
|
||||
</form>
|
||||
</Form>
|
||||
</DialogContent>
|
||||
</Dialog>
|
||||
);
|
||||
}
|
||||
@@ -0,0 +1,139 @@
|
||||
"use client";
|
||||
|
||||
import { useState } from "react";
|
||||
import { useForm } from "react-hook-form";
|
||||
import { zodResolver } from "@hookform/resolvers/zod";
|
||||
import { z } from "zod";
|
||||
import { assignQuoteToLead } from "@/app/admin/leads/actions";
|
||||
import {
|
||||
Dialog,
|
||||
DialogContent,
|
||||
DialogHeader,
|
||||
DialogTitle,
|
||||
DialogTrigger,
|
||||
} from "@/components/ui/dialog";
|
||||
import {
|
||||
Form,
|
||||
FormControl,
|
||||
FormField,
|
||||
FormItem,
|
||||
FormLabel,
|
||||
FormMessage,
|
||||
} from "@/components/ui/form";
|
||||
import { Input } from "@/components/ui/input";
|
||||
import { Button } from "@/components/ui/button";
|
||||
import { Tabs, TabsContent, TabsList, TabsTrigger } from "@/components/ui/tabs";
|
||||
import { Loader2 } from "lucide-react";
|
||||
|
||||
const assignQuoteSchema = z.object({
|
||||
lead_id: z.string(),
|
||||
quote_token: z.string().optional(),
|
||||
generate_new: z.boolean().default(false),
|
||||
});
|
||||
|
||||
export function SendQuoteModal({ leadId }: { leadId: string }) {
|
||||
const [open, setOpen] = useState(false);
|
||||
const [loading, setLoading] = useState(false);
|
||||
const [tab, setTab] = useState<"existing" | "new">("existing");
|
||||
|
||||
const form = useForm<any>({
|
||||
resolver: zodResolver(assignQuoteSchema),
|
||||
defaultValues: {
|
||||
lead_id: leadId,
|
||||
generate_new: false,
|
||||
quote_token: "",
|
||||
},
|
||||
});
|
||||
|
||||
async function onSubmit(data: any) {
|
||||
setLoading(true);
|
||||
try {
|
||||
if (tab === "new") {
|
||||
// Redirect to quote builder pre-filled with this lead
|
||||
window.location.href = `/admin/quotes/new?lead_id=${leadId}`;
|
||||
return;
|
||||
}
|
||||
|
||||
const result = await assignQuoteToLead({
|
||||
lead_id: leadId,
|
||||
quote_token: data.quote_token,
|
||||
generate_new: false,
|
||||
});
|
||||
if (result.success) {
|
||||
setOpen(false);
|
||||
form.reset();
|
||||
} else {
|
||||
console.error("Error assigning quote:", result.error);
|
||||
}
|
||||
} finally {
|
||||
setLoading(false);
|
||||
}
|
||||
}
|
||||
|
||||
return (
|
||||
<Dialog open={open} onOpenChange={setOpen}>
|
||||
<DialogTrigger asChild>
|
||||
<Button variant="outline" size="sm">
|
||||
Invia Preventivo
|
||||
</Button>
|
||||
</DialogTrigger>
|
||||
<DialogContent className="max-w-md">
|
||||
<DialogHeader>
|
||||
<DialogTitle>Invia Preventivo al Lead</DialogTitle>
|
||||
</DialogHeader>
|
||||
<Tabs value={tab} onValueChange={(v) => setTab(v as "existing" | "new")}>
|
||||
<TabsList className="grid w-full grid-cols-2">
|
||||
<TabsTrigger value="existing">Preventivo Esistente</TabsTrigger>
|
||||
<TabsTrigger value="new">Crea Nuovo</TabsTrigger>
|
||||
</TabsList>
|
||||
|
||||
<TabsContent value="existing" className="mt-4">
|
||||
<Form {...form}>
|
||||
<form onSubmit={form.handleSubmit(onSubmit)} className="space-y-4">
|
||||
<FormField
|
||||
control={form.control}
|
||||
name="quote_token"
|
||||
render={({ field }) => (
|
||||
<FormItem>
|
||||
<FormLabel>Token Preventivo</FormLabel>
|
||||
<FormControl>
|
||||
<Input
|
||||
placeholder="Incolla il token del preventivo"
|
||||
{...field}
|
||||
value={field.value || ""}
|
||||
/>
|
||||
</FormControl>
|
||||
<FormMessage />
|
||||
</FormItem>
|
||||
)}
|
||||
/>
|
||||
<p className="text-xs text-gray-600">
|
||||
Copia il token dal preventivo e incollalo qui. Il lead sarà aggiornato a
|
||||
"Proposal Sent".
|
||||
</p>
|
||||
<Button type="submit" disabled={loading} className="w-full">
|
||||
{loading && <Loader2 className="mr-2 h-4 w-4 animate-spin" />}
|
||||
Invia
|
||||
</Button>
|
||||
</form>
|
||||
</Form>
|
||||
</TabsContent>
|
||||
|
||||
<TabsContent value="new" className="mt-4">
|
||||
<p className="text-sm text-gray-600 mb-4">
|
||||
Crea un nuovo preventivo per questo lead. Ti reindirizzeremo al builder.
|
||||
</p>
|
||||
<Button
|
||||
className="w-full"
|
||||
onClick={() => {
|
||||
window.location.href = `/admin/quotes/new?lead_id=${leadId}`;
|
||||
}}
|
||||
>
|
||||
Apri Quote Builder
|
||||
</Button>
|
||||
</TabsContent>
|
||||
</Tabs>
|
||||
</DialogContent>
|
||||
</Dialog>
|
||||
);
|
||||
}
|
||||
@@ -0,0 +1,43 @@
|
||||
-- Phase 10: CRM Foundation - Expand leads table, add activities and reminders
|
||||
|
||||
-- ============ ALTER leads TABLE ============
|
||||
ALTER TABLE "leads" ADD COLUMN "phone" text;
|
||||
ALTER TABLE "leads" ADD COLUMN "company" text;
|
||||
ALTER TABLE "leads" ADD COLUMN "status" text NOT NULL DEFAULT 'contacted';
|
||||
ALTER TABLE "leads" ADD COLUMN "last_contact_date" timestamp with time zone;
|
||||
ALTER TABLE "leads" ADD COLUMN "next_action" text;
|
||||
ALTER TABLE "leads" ADD COLUMN "next_action_date" timestamp with time zone;
|
||||
ALTER TABLE "leads" ADD COLUMN "notes" text;
|
||||
ALTER TABLE "leads" ADD COLUMN "updated_at" timestamp with time zone NOT NULL DEFAULT now();
|
||||
|
||||
-- ============ CREATE activities TABLE ============
|
||||
CREATE TABLE IF NOT EXISTS "activities" (
|
||||
"id" text PRIMARY KEY NOT NULL,
|
||||
"lead_id" text NOT NULL,
|
||||
"type" text NOT NULL,
|
||||
"duration_minutes" integer,
|
||||
"notes" text NOT NULL,
|
||||
"activity_date" timestamp with time zone NOT NULL,
|
||||
"created_at" timestamp with time zone NOT NULL DEFAULT now(),
|
||||
FOREIGN KEY ("lead_id") REFERENCES "leads"("id") ON DELETE cascade
|
||||
);
|
||||
|
||||
-- ============ CREATE reminders TABLE ============
|
||||
CREATE TABLE IF NOT EXISTS "reminders" (
|
||||
"id" text PRIMARY KEY NOT NULL,
|
||||
"lead_id" text NOT NULL,
|
||||
"title" text NOT NULL,
|
||||
"description" text,
|
||||
"due_date" timestamp with time zone NOT NULL,
|
||||
"completed_at" timestamp with time zone,
|
||||
"created_at" timestamp with time zone NOT NULL DEFAULT now(),
|
||||
FOREIGN KEY ("lead_id") REFERENCES "leads"("id") ON DELETE cascade
|
||||
);
|
||||
|
||||
-- ============ CREATE INDEXES ============
|
||||
CREATE INDEX IF NOT EXISTS "activities_lead_id" ON "activities"("lead_id");
|
||||
CREATE INDEX IF NOT EXISTS "activities_activity_date" ON "activities"("activity_date");
|
||||
CREATE INDEX IF NOT EXISTS "reminders_lead_id" ON "reminders"("lead_id");
|
||||
CREATE INDEX IF NOT EXISTS "reminders_due_date" ON "reminders"("due_date");
|
||||
CREATE INDEX IF NOT EXISTS "leads_status" ON "leads"("status");
|
||||
CREATE INDEX IF NOT EXISTS "leads_last_contact_date" ON "leads"("last_contact_date");
|
||||
+65
-3
@@ -362,14 +362,62 @@ export const quotes = pgTable("quotes", {
|
||||
.defaultNow(),
|
||||
});
|
||||
|
||||
// ============ LEADS TABLE (CRM — Phase 10, but needed for quotes FK) ============
|
||||
// Placeholder table for Phase 10 CRM integration
|
||||
// ============ LEADS TABLE (CRM — Phase 10) ============
|
||||
export const leads = pgTable("leads", {
|
||||
id: text("id")
|
||||
.primaryKey()
|
||||
.$defaultFn(() => nanoid()),
|
||||
name: text("name").notNull(),
|
||||
email: text("email"),
|
||||
phone: text("phone"),
|
||||
company: text("company"),
|
||||
status: text("status")
|
||||
.notNull()
|
||||
.default("contacted"), // contacted | qualified | proposal_sent | negotiating | won | lost
|
||||
last_contact_date: timestamp("last_contact_date", { withTimezone: true }),
|
||||
next_action: text("next_action"),
|
||||
next_action_date: timestamp("next_action_date", { withTimezone: true }),
|
||||
notes: text("notes"),
|
||||
created_at: timestamp("created_at", { withTimezone: true })
|
||||
.notNull()
|
||||
.defaultNow(),
|
||||
updated_at: timestamp("updated_at", { withTimezone: true })
|
||||
.notNull()
|
||||
.defaultNow(),
|
||||
});
|
||||
|
||||
// ============ ACTIVITIES TABLE (CRM interaction history) ============
|
||||
export const activities = pgTable("activities", {
|
||||
id: text("id")
|
||||
.primaryKey()
|
||||
.$defaultFn(() => nanoid()),
|
||||
lead_id: text("lead_id")
|
||||
.notNull()
|
||||
.references(() => leads.id, { onDelete: "cascade" }),
|
||||
type: text("type")
|
||||
.notNull(), // call | email | meeting | note
|
||||
duration_minutes: integer("duration_minutes"),
|
||||
notes: text("notes").notNull(),
|
||||
activity_date: timestamp("activity_date", { withTimezone: true })
|
||||
.notNull(),
|
||||
created_at: timestamp("created_at", { withTimezone: true })
|
||||
.notNull()
|
||||
.defaultNow(),
|
||||
});
|
||||
|
||||
// ============ REMINDERS TABLE (CRM follow-up reminders) ============
|
||||
export const reminders = pgTable("reminders", {
|
||||
id: text("id")
|
||||
.primaryKey()
|
||||
.$defaultFn(() => nanoid()),
|
||||
lead_id: text("lead_id")
|
||||
.notNull()
|
||||
.references(() => leads.id, { onDelete: "cascade" }),
|
||||
title: text("title").notNull(),
|
||||
description: text("description"),
|
||||
due_date: timestamp("due_date", { withTimezone: true })
|
||||
.notNull(),
|
||||
completed_at: timestamp("completed_at", { withTimezone: true }),
|
||||
created_at: timestamp("created_at", { withTimezone: true })
|
||||
.notNull()
|
||||
.defaultNow(),
|
||||
@@ -497,6 +545,16 @@ export const offerPhaseServicesRelations = relations(offer_phase_services, ({ on
|
||||
|
||||
export const leadsRelations = relations(leads, ({ many }) => ({
|
||||
quotes: many(quotes),
|
||||
activities: many(activities),
|
||||
reminders: many(reminders),
|
||||
}));
|
||||
|
||||
export const activitiesRelations = relations(activities, ({ one }) => ({
|
||||
lead: one(leads, { fields: [activities.lead_id], references: [leads.id] }),
|
||||
}));
|
||||
|
||||
export const remindersRelations = relations(reminders, ({ one }) => ({
|
||||
lead: one(leads, { fields: [reminders.lead_id], references: [leads.id] }),
|
||||
}));
|
||||
|
||||
export const quotesRelations = relations(quotes, ({ one, many }) => ({
|
||||
@@ -553,4 +611,8 @@ export type NewOfferPhaseService = typeof offer_phase_services.$inferInsert;
|
||||
export type Quote = typeof quotes.$inferSelect;
|
||||
export type NewQuote = typeof quotes.$inferInsert;
|
||||
export type Lead = typeof leads.$inferSelect;
|
||||
export type NewLead = typeof leads.$inferInsert;
|
||||
export type NewLead = typeof leads.$inferInsert;
|
||||
export type Activity = typeof activities.$inferSelect;
|
||||
export type NewActivity = typeof activities.$inferInsert;
|
||||
export type Reminder = typeof reminders.$inferSelect;
|
||||
export type NewReminder = typeof reminders.$inferInsert;
|
||||
@@ -0,0 +1,211 @@
|
||||
import { eq, and, isNull, desc, gte, lte, ilike, or } from "drizzle-orm";
|
||||
import { db } from "@/db";
|
||||
import { leads, activities, reminders, quotes } from "@/db/schema";
|
||||
|
||||
// Get all leads
|
||||
export async function getAllLeads(limit: number = 100, offset: number = 0) {
|
||||
return await db
|
||||
.select()
|
||||
.from(leads)
|
||||
.orderBy(desc(leads.updated_at))
|
||||
.limit(limit)
|
||||
.offset(offset);
|
||||
}
|
||||
|
||||
// Get lead by ID
|
||||
export async function getLeadById(id: string) {
|
||||
const [lead] = await db
|
||||
.select()
|
||||
.from(leads)
|
||||
.where(eq(leads.id, id));
|
||||
return lead;
|
||||
}
|
||||
|
||||
// Get leads by stage
|
||||
export async function getLeadsByStage(stage: string) {
|
||||
return await db
|
||||
.select()
|
||||
.from(leads)
|
||||
.where(eq(leads.status, stage))
|
||||
.orderBy(desc(leads.last_contact_date));
|
||||
}
|
||||
|
||||
// Get leads needing follow-up
|
||||
export async function getLeadsNeedingFollowUp(daysAgo: number = 7) {
|
||||
const cutoffDate = new Date();
|
||||
cutoffDate.setDate(cutoffDate.getDate() - daysAgo);
|
||||
|
||||
return await db
|
||||
.select()
|
||||
.from(leads)
|
||||
.where(
|
||||
or(
|
||||
isNull(leads.last_contact_date),
|
||||
lte(leads.last_contact_date, cutoffDate)
|
||||
)
|
||||
)
|
||||
.orderBy(leads.created_at);
|
||||
}
|
||||
|
||||
// Get activity log
|
||||
export async function getActivityLog(leadId: string) {
|
||||
return await db
|
||||
.select()
|
||||
.from(activities)
|
||||
.where(eq(activities.lead_id, leadId))
|
||||
.orderBy(desc(activities.activity_date));
|
||||
}
|
||||
|
||||
// Get upcoming reminders
|
||||
export async function getUpcomingReminders(leadId: string) {
|
||||
return await db
|
||||
.select()
|
||||
.from(reminders)
|
||||
.where(and(eq(reminders.lead_id, leadId), isNull(reminders.completed_at)))
|
||||
.orderBy(reminders.due_date);
|
||||
}
|
||||
|
||||
// Get overdue reminders
|
||||
export async function getOverdueReminders() {
|
||||
const now = new Date();
|
||||
return await db
|
||||
.select()
|
||||
.from(reminders)
|
||||
.where(and(lte(reminders.due_date, now), isNull(reminders.completed_at)))
|
||||
.orderBy(reminders.due_date);
|
||||
}
|
||||
|
||||
// Create activity and auto-update last_contact_date
|
||||
export async function createActivity(data: {
|
||||
lead_id: string;
|
||||
type: string;
|
||||
activity_date: Date | string;
|
||||
duration_minutes?: number;
|
||||
notes: string;
|
||||
}) {
|
||||
const activityDate =
|
||||
typeof data.activity_date === "string"
|
||||
? new Date(data.activity_date)
|
||||
: data.activity_date;
|
||||
|
||||
const [activity] = await db
|
||||
.insert(activities)
|
||||
.values({
|
||||
lead_id: data.lead_id,
|
||||
type: data.type,
|
||||
activity_date: activityDate,
|
||||
duration_minutes: data.duration_minutes,
|
||||
notes: data.notes,
|
||||
})
|
||||
.returning();
|
||||
|
||||
// Auto-update lead.last_contact_date
|
||||
await db
|
||||
.update(leads)
|
||||
.set({ last_contact_date: activityDate, updated_at: new Date() })
|
||||
.where(eq(leads.id, data.lead_id));
|
||||
|
||||
return activity;
|
||||
}
|
||||
|
||||
// Update lead stage
|
||||
export async function updateLeadStage(leadId: string, stage: string) {
|
||||
const [updated] = await db
|
||||
.update(leads)
|
||||
.set({ status: stage, updated_at: new Date() })
|
||||
.where(eq(leads.id, leadId))
|
||||
.returning();
|
||||
return updated;
|
||||
}
|
||||
|
||||
// Update lead
|
||||
export async function updateLead(
|
||||
leadId: string,
|
||||
data: Partial<{
|
||||
name: string;
|
||||
email: string;
|
||||
phone: string;
|
||||
company: string;
|
||||
notes: string;
|
||||
next_action: string;
|
||||
next_action_date: Date | string;
|
||||
}>
|
||||
) {
|
||||
const updateData: Record<string, any> = { updated_at: new Date() };
|
||||
|
||||
if (data.name !== undefined) updateData.name = data.name;
|
||||
if (data.email !== undefined) updateData.email = data.email;
|
||||
if (data.phone !== undefined) updateData.phone = data.phone;
|
||||
if (data.company !== undefined) updateData.company = data.company;
|
||||
if (data.notes !== undefined) updateData.notes = data.notes;
|
||||
if (data.next_action !== undefined) updateData.next_action = data.next_action;
|
||||
if (data.next_action_date !== undefined) {
|
||||
updateData.next_action_date =
|
||||
typeof data.next_action_date === "string"
|
||||
? new Date(data.next_action_date)
|
||||
: data.next_action_date;
|
||||
}
|
||||
|
||||
const [updated] = await db
|
||||
.update(leads)
|
||||
.set(updateData)
|
||||
.where(eq(leads.id, leadId))
|
||||
.returning();
|
||||
return updated;
|
||||
}
|
||||
|
||||
// Search leads
|
||||
export async function searchLeads(query: string) {
|
||||
return await db
|
||||
.select()
|
||||
.from(leads)
|
||||
.where(
|
||||
or(
|
||||
ilike(leads.name, `%${query}%`),
|
||||
ilike(leads.email, `%${query}%`),
|
||||
ilike(leads.company, `%${query}%`)
|
||||
)
|
||||
)
|
||||
.orderBy(desc(leads.updated_at));
|
||||
}
|
||||
|
||||
// Create reminder
|
||||
export async function createReminder(data: {
|
||||
lead_id: string;
|
||||
title: string;
|
||||
description?: string;
|
||||
due_date: Date | string;
|
||||
}) {
|
||||
const dueDate =
|
||||
typeof data.due_date === "string" ? new Date(data.due_date) : data.due_date;
|
||||
|
||||
const [reminder] = await db
|
||||
.insert(reminders)
|
||||
.values({
|
||||
lead_id: data.lead_id,
|
||||
title: data.title,
|
||||
description: data.description,
|
||||
due_date: dueDate,
|
||||
})
|
||||
.returning();
|
||||
return reminder;
|
||||
}
|
||||
|
||||
// Complete reminder
|
||||
export async function completeReminder(reminderId: string) {
|
||||
const [updated] = await db
|
||||
.update(reminders)
|
||||
.set({ completed_at: new Date() })
|
||||
.where(eq(reminders.id, reminderId))
|
||||
.returning();
|
||||
return updated;
|
||||
}
|
||||
|
||||
// Get quotes by lead
|
||||
export async function getQuotesByLeadId(leadId: string) {
|
||||
return await db
|
||||
.select()
|
||||
.from(quotes)
|
||||
.where(eq(quotes.lead_id, leadId))
|
||||
.orderBy(desc(quotes.created_at));
|
||||
}
|
||||
@@ -0,0 +1,56 @@
|
||||
import { z } from "zod";
|
||||
|
||||
// Pipeline stages
|
||||
export const LEAD_STAGES = [
|
||||
"contacted",
|
||||
"qualified",
|
||||
"proposal_sent",
|
||||
"negotiating",
|
||||
"won",
|
||||
"lost",
|
||||
] as const;
|
||||
|
||||
export const ACTIVITY_TYPES = ["call", "email", "meeting", "note"] as const;
|
||||
|
||||
// Lead creation
|
||||
export const createLeadSchema = z.object({
|
||||
name: z.string().min(1, "Nome richiesto").max(100),
|
||||
email: z.string().email("Email valida").optional().or(z.literal("")),
|
||||
phone: z.string().optional().or(z.literal("")),
|
||||
company: z.string().optional().or(z.literal("")),
|
||||
status: z.enum(LEAD_STAGES),
|
||||
notes: z.string().optional().or(z.literal("")),
|
||||
});
|
||||
|
||||
// Lead update
|
||||
export const updateLeadSchema = createLeadSchema.partial();
|
||||
|
||||
// Activity logging
|
||||
export const createActivitySchema = z.object({
|
||||
lead_id: z.string().min(1, "Lead richiesto"),
|
||||
type: z.enum(ACTIVITY_TYPES),
|
||||
activity_date: z.date().or(z.string()),
|
||||
duration_minutes: z.number().min(0).optional(),
|
||||
notes: z.string().min(1, "Note richieste").max(1000),
|
||||
});
|
||||
|
||||
// Reminder creation
|
||||
export const createReminderSchema = z.object({
|
||||
lead_id: z.string().min(1, "Lead richiesto"),
|
||||
title: z.string().min(1, "Titolo richiesto").max(200),
|
||||
description: z.string().optional(),
|
||||
due_date: z.date().or(z.string()),
|
||||
});
|
||||
|
||||
// Update lead stage
|
||||
export const updateLeadStageSchema = z.object({
|
||||
lead_id: z.string().min(1),
|
||||
stage: z.enum(LEAD_STAGES),
|
||||
});
|
||||
|
||||
// Type exports
|
||||
export type CreateLeadInput = z.infer<typeof createLeadSchema>;
|
||||
export type UpdateLeadInput = z.infer<typeof updateLeadSchema>;
|
||||
export type CreateActivityInput = z.infer<typeof createActivitySchema>;
|
||||
export type CreateReminderInput = z.infer<typeof createReminderSchema>;
|
||||
export type UpdateLeadStageInput = z.infer<typeof updateLeadStageSchema>;
|
||||
Reference in New Issue
Block a user